HCR Wealth Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 3, 2025), HCR Wealth Advisors reported 244 stock positions worth $965.7 million. Its top holding was Apple (AAPL) at 14.3% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.9%) and Vanguard High DVD Yield ETF (VYM, 9.3%). Compared with Q2 2025, it opened 16 new positions, sold out of 9, added to 107 and reduced 72. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Ametek (AME, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001697715
- Portfolio Value
- $965.7M (Q3 2025)
- SEC Filing
- 0001697715-25-000007 ↗ filed Oct 3, 2025
Holdings Value
Holdings 244 stocks · $965.7M
| AAPL Apple Inc. | 14.29% | 536,830 | $138.0M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.86% | 216,963 | $104.9M | Add +1.7% |
| VYM Vanguard High DVD Yield ETF | 9.31% | 637,963 | $89.9M | Add +1.9% |
| NVDA Nvidia Corp. | 5.87% | 300,121 | $56.7M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 5.39% | 435,627 | $52.1M | Add +4.0% |
| IVV iShares Core S&P 500 ETF | 2.88% | 41,337 | $27.8M | Add +3.5% |
| MSFT Microsoft Corp. | 2.50% | 46,831 | $24.2M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 2.48% | 97,377 | $23.9M | Add +2.6% |
| FPE FT-Preferred Secur & Inc. ETF | 1.89% | 997,625 | $18.3M | Add +4.7% |
| IEMG iShares Core MSCI Emerging | 1.72% | 249,466 | $16.7M | Add +6.3% |
| AME Ametek Inc. | 1.67% | 86,622 | $16.1M | Reduce -7.9% |
| PANW Palo Alto Networks Inc. | 1.52% | 69,978 | $14.6M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.47% | 19,527 | $14.2M | Add +1.7% |
| AMZN Amazon.com Inc. | 1.21% | 52,584 | $11.7M | Add +0.5% |
| V Visa Inc. Class A | 1.20% | 33,566 | $11.6M | Add +5.2% |
| JPM JPMorgan Chase & Co. | 0.98% | 30,662 | $9.4M | Add +2.9% |
| AVGO Broadcom Inc. | 0.95% | 27,111 | $9.2M | Add +111.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.90% | 163,166 | $8.7M | Add +21.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.81% | 155,179 | $7.9M | Add +16.8% |
| COST Costco Wholesale Corp. | 0.79% | 8,362 | $7.7M | Add +4.6% |
| ORCL Oracle Corp. | 0.78% | 25,923 | $7.5M | Reduce -6.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 11,256 | $6.8M | Add +5.6% |
| AZO AutoZone Inc. | 0.67% | 1,530 | $6.5M | Add +1.7% |
| GLD SPDR Gold Shares | 0.67% | 18,276 | $6.5M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 9,454 | $6.3M | Reduce -3.3% |
| TSLA Tesla Inc. | 0.65% | 14,453 | $6.3M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.64% | 24,930 | $6.1M | Add +4.8% |
| VWO Vanguard Ftse Emerging Marke | 0.61% | 107,249 | $5.9M | Reduce -1.4% |
| AN Autonation Inc. | 0.59% | 25,343 | $5.7M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 11,054 | $5.5M | No change |
| SCHG Schwab US Large-Cap Growth | 0.55% | 165,517 | $5.3M | Add +0.5% |
| VRT Vertiv Holdings Co. Class A | 0.54% | 32,551 | $5.3M | Add +5.2% |
| VOO Vanguard S&P 500 ETF | 0.50% | 7,859 | $4.8M | Add +3.9% |
| MS Morgan Stanley | 0.49% | 30,250 | $4.7M | Add +1.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.47% | 54,312 | $4.5M | Add +1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.46% | 51,013 | $4.5M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 7,970 | $4.2M | Add +10.2% |
| BA The Boeing Co. | 0.43% | 19,207 | $4.2M | Reduce -0.1% |
| LHX L3HARRIS Technologies Inc. | 0.41% | 13,317 | $3.9M | Add +8.4% |
| NFLX Netflix Inc. | 0.40% | 3,310 | $3.8M | Reduce -4.5% |
| ICE Intercontinental Exchange Inc. | 0.40% | 23,813 | $3.8M | Add +7.2% |
| NRG NRG Energy Inc. | 0.39% | 22,536 | $3.8M | Add +0.1% |
| COP Conocophillips | 0.37% | 37,931 | $3.5M | Add +3.9% |
| WMT Walmart Inc. | 0.37% | 34,735 | $3.5M | Add +0.2% |
| AWK American Water Works Co. Inc. | 0.36% | 25,983 | $3.5M | Add +2.9% |
| NOW ServiceNow Inc. | 0.36% | 3,770 | $3.4M | Add +15.8% |
| PWR Quanta Services Inc. | 0.35% | 8,117 | $3.4M | Add +7.5% |
| BKLN Invesco Senior Loan ETF | 0.35% | 161,273 | $3.4M | Add +6.5% |
| ABBV Abbvie Inc. | 0.34% | 14,068 | $3.3M | Reduce -1.7% |
| HD Home Depot Inc. | 0.34% | 8,396 | $3.3M | Reduce -3.0% |
| SYK Stryker Corp. | 0.33% | 8,706 | $3.2M | Add +2.3% |
| CVX Chevron Corp. | 0.32% | 20,151 | $3.1M | Add +0.2% |
| NEE Nextera Energy Inc. | 0.32% | 39,486 | $3.1M | Reduce -1.3% |
| CME Cme Group Inc. | 0.31% | 11,152 | $3.0M | Add +5.5% |
| DELL Dell Technologies -C | 0.30% | 19,744 | $2.9M | Add +14.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 52,962 | $2.7M | Add +0.0% |
| SBUX Starbucks Corp. | 0.27% | 30,109 | $2.6M | Add +2.5% |
| TDG Transdigm Group Inc. | 0.27% | 2,033 | $2.6M | Add +8.3% |
| HON Honeywell International Inc. | 0.26% | 11,963 | $2.5M | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 7,643 | $2.5M | Add +10.3% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 35,845 | $2.5M | Add +0.9% |
| CAT Caterpillar Inc. | 0.25% | 4,978 | $2.4M | Add +25.1% |
| XOM Exxon Mobil Corp. | 0.25% | 21,433 | $2.4M | Add +3.4% |
| MINT PIMCO Enhanced Short Maturit | 0.24% | 23,010 | $2.3M | Add +3.0% |
| ETN Eaton Corp. PLC | 0.24% | 6,096 | $2.3M | Add +16.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 19,936 | $2.2M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.22% | 3,754 | $2.2M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.22% | 11,633 | $2.2M | Add +13.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.22% | 48,892 | $2.1M | Add +0.1% |
| ALL Allstate Corp. | 0.22% | 9,915 | $2.1M | Reduce -0.0% |
| ZTS Zoetis Inc. | 0.21% | 13,574 | $2.0M | Add +14.1% |
| CSM Proshares Large Cap Core Plu | 0.20% | 25,714 | $2.0M | No change |
| VEA Vanguard Ftse Developed ETF | 0.20% | 31,147 | $1.9M | Add +3.6% |
| OWL Blue Owl Capital Inc. | 0.19% | 114,611 | $1.8M | New |
| IYW iShares Ustechnology ETF | 0.19% | 9,229 | $1.8M | No change |
| JCI Johnson Controls Internation | 0.18% | 16,207 | $1.8M | Reduce -0.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 17,312 | $1.6M | No change |
| FIXD First Trust Smith Opportunis | 0.17% | 36,058 | $1.6M | Add +2.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 18,015 | $1.6M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.16% | 5,258 | $1.6M | Reduce -0.4% |
| AMLP Alerian MLP ETF | 0.16% | 32,788 | $1.5M | Add +1.2% |
| GS Goldman Sachs Group Inc. | 0.16% | 1,961 | $1.5M | Reduce -2.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 12,414 | $1.5M | Add +20.4% |
| PG The Procter & Gamble Co. | 0.15% | 9,547 | $1.5M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.15% | 4,802 | $1.4M | No change |
| VGT Vanguard Info Tech ETF | 0.15% | 1,862 | $1.4M | Add +2.4% |
| FCX Freeport-McMoran Inc. | 0.14% | 35,434 | $1.4M | Add +15.5% |
| XLK SS Technology Select Sector | 0.14% | 4,797 | $1.4M | Reduce -0.3% |
| UCON First Trust Smith Unconstrai | 0.14% | 54,218 | $1.4M | Add +81.8% |
| MO Altria Group Inc. | 0.14% | 20,239 | $1.3M | Reduce -4.9% |
| FDX FedEx Corp. | 0.14% | 5,468 | $1.3M | Reduce -2.1% |
| IEF iShares 7-10 Year Treasury B | 0.14% | 13,670 | $1.3M | Reduce -0.9% |
| CMF iShares California Muni Bond | 0.14% | 22,903 | $1.3M | Reduce -4.5% |
| RTX RTX Corp. | 0.13% | 7,687 | $1.3M | Add +58.2% |
| RKT Rocket Cos Inc. Class A | 0.13% | 68,813 | $1.3M | Add +3.9% |
| SCHW Schwab (charles) Corp. | 0.13% | 13,540 | $1.3M | Add +3.8% |
| PFF iShares Preferred & Income S | 0.13% | 38,573 | $1.2M | Reduce -5.2% |
| ADBE Adobe Inc. | 0.12% | 3,296 | $1.2M | Reduce -3.9% |
| IWM iShares Russell 2000 ETF | 0.12% | 4,711 | $1.1M | Reduce -0.9% |
| BX Blackstone Inc. | 0.12% | 6,707 | $1.1M | Add +13.1% |
Portfolio Sells Q2 2025 → Q3 2025
| AME Ametek Inc. | Reduce -7.9% | 1.67% | −0.33 |
| MSFT Microsoft Corp. | Reduce -0.2% | 2.50% | −0.24 |
| NFLX Netflix Inc. | Reduce -4.5% | 0.40% | −0.15 |
| USB US Bancorp | Sold out | 0.00% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.3% | 0.66% | −0.06 |
| BA The Boeing Co. | Reduce -0.1% | 0.43% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.1% | 0.46% | −0.04 |
| ADBE Adobe Inc. | Reduce -3.9% | 0.12% | −0.04 |
| DE Deere & Co. | Sold out | 0.00% | −0.03 |
| PM Philip Morris International | Reduce -0.2% | 0.10% | −0.03 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.15% | −0.03 |
| HD Home Depot Inc. | Reduce -3.0% | 0.34% | −0.03 |
| TFLO iShares Treasury Floating Ra | Reduce -10.7% | 0.10% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.4% | 0.61% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.22% | −0.02 |
| NXST Nexstar Media Group Inc. | Reduce -33.3% | 0.05% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -0.6% | 0.10% | −0.02 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| CMF iShares California Muni Bond | Reduce -4.5% | 0.14% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -5.2% | 0.13% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -27.0% | 0.04% | −0.02 |
| ALL Allstate Corp. | Reduce -0.0% | 0.22% | −0.02 |
| JCI Johnson Controls Internation | Reduce -0.0% | 0.18% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.9% | 0.14% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.16% | −0.02 |
| CRM Salesforce Inc. | Reduce -8.0% | 0.04% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 0.16% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -13.9% | 0.06% | −0.01 |
| CLX Clorox Company | Reduce -10.5% | 0.05% | −0.01 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.01 |
| FDX FedEx Corp. | Reduce -2.1% | 0.14% | −0.01 |
| IYR iShares US Real Estate ETF | Reduce -7.5% | 0.05% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -14.8% | 0.04% | −0.01 |
| COF Capital One Financial Corp. | Reduce -0.1% | 0.07% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -7.2% | 0.05% | −0.01 |
| PGR Progressive Corp. | Reduce -0.2% | 0.04% | −0.01 |
| UPS United Parcel Service Class B | Reduce -6.0% | 0.02% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.05% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -2.5% | 0.16% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -1.3% | 0.06% | −0.01 |
| MO Altria Group Inc. | Reduce -4.9% | 0.14% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -13.1% | 0.02% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -4.2% | 0.04% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.3% | 0.32% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.4% | 0.08% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.4% | 14.29% | +1.51 |
| AVGO Broadcom Inc. | Add +111.0% | 0.95% | +0.53 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 2.48% | +0.51 |
| NVDA Nvidia Corp. | Add +0.3% | 5.87% | +0.30 |
| OWL Blue Owl Capital Inc. | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +4.8% | 0.64% | +0.14 |
| TMO Thermo Fisher Scientific Inc. | Add +10.2% | 0.43% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +5.2% | 0.54% | +0.08 |
| CAT Caterpillar Inc. | Add +25.1% | 0.25% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +6.3% | 1.72% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +21.3% | 0.90% | +0.06 |
| UCON First Trust Smith Unconstrai | Add +81.8% | 0.14% | +0.05 |
| DELL Dell Technologies -C | Add +14.4% | 0.30% | +0.05 |
| RTX RTX Corp. | Add +58.2% | 0.13% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Add +8.4% | 0.41% | +0.05 |
| JNJ Johnson & Johnson | Add +13.0% | 0.22% | +0.04 |
| URI United Rentals Inc. | Add +42.9% | 0.10% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +101.2% | 0.07% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +31.8% | 0.08% | +0.03 |
| P Everpure Inc. Class A | New | 0.03% | +0.03 |
| ETHE Grayscale Ethereum Staking E | New | 0.03% | +0.03 |
| SNOW Snowflake Inc. | New | 0.03% | +0.03 |
| IDXX Idexx Laboratories Inc. | New | 0.02% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| GLDM SPDR Gold Minishares Trust | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +50.5% | 0.08% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| F Ford Motor Co. | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | New | 0.02% | +0.02 |
| HIMS Hims & Hers Health Inc. | New | 0.02% | +0.02 |
| XLY SS Consumer Disc Select Sect | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| SOXX iShares Semiconductor ETF | New | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.02% | +0.02 |
| RKT Rocket Cos Inc. Class A | Add +3.9% | 0.13% | +0.02 |
| CDZI Cadiz Inc. | Add +52.8% | 0.04% | +0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +16.8% | 0.81% | +0.02 |
| ETN Eaton Corp. PLC | Add +16.6% | 0.24% | +0.02 |
| GLD SPDR Gold Shares | Add +0.3% | 0.67% | +0.02 |
| PWR Quanta Services Inc. | Add +7.5% | 0.35% | +0.02 |
| AZO AutoZone Inc. | Add +1.7% | 0.67% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.6% | 0.71% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.3% | 0.26% | +0.01 |
| PSX Phillips 66 | Add +33.4% | 0.05% | +0.01 |
| BX Blackstone Inc. | Add +13.1% | 0.12% | +0.01 |
| VCV Invesco Ca Val Muni Inc. TR | New | 0.01% | +0.01 |
| AN Autonation Inc. | Add +2.5% | 0.59% | +0.01 |
| PPA Invesco Aerospace & Defense | Add +44.1% | 0.03% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +20.4% | 0.15% | +0.01 |
| GEV GE Vernova Inc. | Add +14.3% | 0.06% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 259 | $1.1B | AAPL, VUG, VYM, NVDA, VXF |
| Q1 2026 | 241 | $964.4M | AAPL, VUG, VYM, NVDA, VXF |
| Q4 2025 | 255 | $1.0B | AAPL, VUG, VYM, NVDA, VXF |
| Q3 2025 | 244 | $965.7M | AAPL, VUG, VYM, NVDA, IJR |
| Q2 2025 | 237 | $849.7M | AAPL, VUG, VYM, NVDA, IJR |
| Q1 2025 | 230 | $768.1M | AAPL, VYM, VUG, IJR, NVDA |
| Q4 2024 | 228 | $798.2M | AAPL, VUG, VYM, IJR, NVDA |
| Q3 2024 | 229 | $764.2M | AAPL, VUG, VYM, IJR, NVDA |
| Q2 2024 | 220 | $699.7M | AAPL, VUG, VYM, IJR, NVDA |
| Q1 2024 | 223 | $659.4M | AAPL, VYM, VUG, IJR, NVDA |